Kistler-Tiffany Companies’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $43.9K | Hold |
115
| – | – | 0.01% | 507 |
|
|
2023
Q1 | $36.6K | Hold |
115
| – | – | 0.01% | 469 |
|
|
2022
Q4 | $28.7K | Hold |
115
| – | – | 0.01% | 488 |
|
|
2022
Q3 | $30K | Hold |
115
| – | – | 0.01% | 441 |
|
|
2022
Q2 | $27K | Hold |
115
| – | – | 0.01% | 463 |
|
|
2022
Q1 | $35K | Hold |
115
| – | – | 0.01% | 436 |
|
|
2021
Q4 | $36K | Buy |
115
+40
| +53% | +$12.5K | 0.01% | 414 |
|
|
2021
Q3 | $20K | Buy |
+75
| New | +$20K | ﹤0.01% | 503 |
|
|
2016
Q1 | – | Sell |
-55
| Closed | -$6K | – | 595 |
|
|
2015
Q4 | $6K | Hold |
55
| – | – | ﹤0.01% | 482 |
|
|
2015
Q3 | $7K | Hold |
55
| – | – | ﹤0.01% | 474 |
|
|
2015
Q2 | $7K | Hold |
55
| – | – | ﹤0.01% | 494 |
|
|
2015
Q1 | $7K | Sell |
55
-50
| -48% | -$6.36K | ﹤0.01% | 474 |
|
|
2014
Q4 | $11K | Sell |
105
-300
| -74% | -$31.4K | 0.01% | 434 |
|
|
2014
Q3 | $35K | Hold |
405
| – | – | 0.02% | 288 |
|
|
2014
Q2 | $42K | Hold |
405
| – | – | 0.03% | 260 |
|
|
2014
Q1 | $40K | Hold |
405
| – | – | 0.03% | 255 |
|
|
2013
Q4 | $39K | Hold |
405
| – | – | 0.03% | 260 |
|
|
2013
Q3 | $38K | Hold |
405
| – | – | 0.03% | 262 |
|
|
2013
Q2 | $34K | Buy |
+405
| New | +$34K | 0.03% | 265 |
|